Fidelity National Information Services, Inc. (FIS) earnings on August 4, 2026

Before the market opens Q2 2026

More Fidelity National Information Services, Inc. earnings

Prior outlook: Optimistic Outcome: Missed

The stock dropped after the company reported lower-than-expected revenue and cut its full-year outlook. Even though earnings per share slightly beat expectations, investors sold the stock because of the weaker guidance.

FIS price around the earnings

44.26

Change: -1.2%

2026-08-04, 20:00 UTC

End of the measured window
38.53 41.06 43.58 46.11 44.78
Price series around the eventClosing price per minute from before the event to the end of the measured window.
August 4, 2026
  • Price: green if it ends above the starting price; red if it ends below
  • End of the measured window
  • Market open
  • Starting price
Price series around the event

Prior thesis

Prior outlook: Optimistic Outcome: Missed

Thesis published
Results released

Strong expectations, scenario optimistic

Experts are optimistic because the stock has been rising strongly and is performing better than the broader market. A new AI partnership is boosting expectations, though some analysts remain cautious.

Context analyzed before publication

Summary
Strong expectations, scenario optimistic
Playbook
The stock shows strong trend strength and relative strength compared to the market. Analyst opinions are mixed, but the overall scenario leans optimistic.
Trend
Analyst optimism strengthening over the week

Analysts

Drivers

  • Analysts Negative

    Some analysts have a 'hold' rating with price targets below the current price, showing caution despite the positive trend.

Evidence

Analyst consensus
Buy
Consensus average (1-5)
2.07
Analysts covering the stock
22
Average price target
56.55
Lowest price target
37
Highest price target
85
Upside to price target
26.3%
Quarterly earnings growth
2,972.7%
Revenue growth
30.1%
Forward EPS
6.85
Trailing EPS
5.16
Analyst moves in the last 60 days
2
  • Strong buy: 4
  • Buy: 11
  • Hold: 11
  • Sell: 0
  • Strong sell: 1
Strong buy
4
Buy
11
Hold
11
Sell
0
Strong sell
1
  • July 24, 2026 · Truist Securities: Maintains rating (Hold → Hold)
  • July 8, 2026 · Barclays: Initiates coverage (Equal-Weight)

News and sentiment

Drivers

  • News & sentiment Positive

    The company expanded its AI partnership with Anthropic for testing new products, which is seen as a positive development.

Evidence

Sentiment
Sentiment
Constructive
Mention volume
High
Normalized volume
99%

Technicals

Drivers

  • Technical Positive

    The stock has risen about 7% in the last month and is outperforming the S&P 500 by about 5%, showing strong relative strength.

Evidence

Price when the context was analyzed
44.79
Average true range (ATR)
3.6%
Distance to 52-week high
-41.5%
14-day change (14d)
+6.0%
30-day change (32d)
+7.2%
30-day relative strength
+5.5%
SPY change (32d)
+1.7%
Nearest support
44.52
Distance to nearest support
0.6%
Nearest resistance
44.81
Distance to nearest resistance
0.1%
Volume accumulation ratio (14d / 46d)
1.07
  • Mid: 44.52 (0.6% away, 0.16 ATR, 16 touches)
  • Mid: 43.67 (2.5% away, 0.7 ATR, 12 touches)
  • Mid: 43.38 (3.1% away, 0.88 ATR, 11 touches)
  • Minor: 44.81 (0.1% away, 0.01 ATR, 8 touches)
  • Mid: 45.16 (0.8% away, 0.23 ATR, 11 touches)
  • Minor: 45.55 (1.7% away, 0.48 ATR, 3 touches)

Trends

Evidence

Average earnings surprise
+1.7%
  • May 8, 2026: actual EPS 1.36 vs estimate 1.29 (surprise +5.7%)
  • February 24, 2026: actual EPS 1.68 vs estimate 1.69 (surprise -0.5%)
  • November 5, 2025: actual EPS 1.51 vs estimate 1.48 (surprise +1.7%)
  • August 5, 2025: actual EPS 1.36 vs estimate 1.36 (surprise +0.1%)

Expected move

Implied move
+5.2%
Source
Options chain

Reactions over its last 20 earnings

Median move
4.9%
75th percentile move
7.9%
90th percentile move
11.6%
Up / down moves
9 / 11
Average up move
+2.8%
Average down move
-8.8%

Monitoring and close

What Fidelity National Information Services, Inc. reported

Status
Finished
Actual EPS1.48
EPS estimate1.47
EPS surprise+0.7%
Revenue$3,377 million
Revenue estimate$3,384 million
Revenue surprise-0.2%

FIS beat Q2 estimates on banking strength but cut its annual outlook, keeping the tone pessimistic. The August 4 presentation did not alter the view.

Pre-market second reading after the results

Verdict
Beat expectations

Heading into the open, results beat expectations on earnings but not on revenue, and the price is indicating -7.5% pre-market, a move above the stock's usual reaction (about 5%). The figures overturn the prior optimistic scenario. In the 429 similar cases in our market history, the close held that direction 94% of the time.

How the stock reacted

Outcome
Missed
Consolidated
-1.2%
Max favorable move (MFE)
0.3%
Max adverse move (MAE)
14.7%